Access groups: who sees what
Decide what each kind of user can see, create, edit and delete.
What it is
Every user belongs to one access group. A field worker group might see only their own visits, while the office sees estimates, invoices and reports.
1 Create or change a group
- Open Team → Access groups.
- Click New group (or open a ready-made one).
- For each area, check what the group can do: View, Create, Edit, Delete — and, where it applies, Send to client, Record payments, See everyone's visits or See costs, markup and profit.
- Click Save group.
Without View, the area doesn't show and its other boxes don't count.
2 Put people in it
- Open Team, click a user and choose their Access group.
- Changes apply the next time they open a page.
Common questions
Can a field worker see prices?
Only if their group can view the area. Costs and markups need their own permission.
Related guides
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